SourcingSourcing

VALUEWEALTH SERVICES, LLC

B52
CRD 304049·SEC 801-116846·ANNAPOLIS, MD
AUM
$319.0M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$957K
@ 30% margin
Est. Deal Value
$7.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VALUEWEALTH SERVICES, LLC
CRD
304049
SEC file #
801-116846
EIN
—
DBA names
—

Economics

AUM
$319.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$125.0M → $319.0M▲ +155%
Client mix
Individuals Other305
Individuals High Net Worth115

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
ANNAPOLIS MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
valuewealthservices.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WYROUGH, PETER, STUART
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WYROUGH, PETER, STUART
WILLIAMS, STEPHANIE, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VALUEWEALTHSERVICES.COM
Rdap Domain Creation Date
2012-08-07T22:49:19Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
8,513
Form 5500 Compensation Trajectory 3y
20258,513
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
8,513
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-07T22:49:19Z
Rdap Domain Last Changed
2025-08-06T18:34:29Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1291706
Trust Company Affiliate
No

People (6)

6
WYROUGH, PETER, STUART
IAR · Direct Owner · 87.5%
1291706
WILLIAMS, STEPHANIE, MARIE
Executive Officer · 2.5%
5425374
GEORGE A BUCHHEISTER
IAR
3127092
TROY ADAM COOK
IAR
6121171
JOHN ROBERT DIXON
IAR
1835019
Alexander Mark Baloga
IAR
7996463